Question: I have friends who just seem naturally good with money. Unfortunately, I am not like that. But I know I’ve got to get my act together and do better. Is this just a matter of being more disciplined to spend less, or is there more to it?
Answer: A lot more.
But the good news is: you can do it.
I have a book in my head I want to write called, “How to Do Anything You Can Possibly Do.” I know. At first you read that and say, “Huh?”
Pay close attention the next time the television cameras zoom in on the New Orleans Saints’ sidelines for a close-up of Sean Payton.
That bespectacled, professor-demeanored gentleman standing near him, looking at game data?
He’s Pete Carmichael, Jr., a former quarterbacks’ coach at Louisiana Tech University who serves as the offensive coordinator for Louisiana’s NFL team.
The 45-year-old native of Framingham, Mass., and Boston College graduate is oftentimes overlooked and under appreciated in helping command one of the league’s most prolific offenses.
A new grandchild arrives. Your son moves across the country for his new job. The family home requires more maintenance than your travel-intensive lifestyle allows. A health challenge arises. Whatever the reason, expenses that significantly affect your long-term finances should trigger a meeting with your financial advisor.
What to expect from a financial checkup